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Insights

Philanthropy and taxes: How giving impacts your return
February 25, 2026
Did you know that philanthropic giving not only benefits the charitable organization, but also may be associated with improvements...
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The overlooked role of insurance in protecting your portfolio
February 23, 2026
Read time: minutes When it comes to establishing and maintaining an investment portfolio, it’s not enough to simply...
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Turning market uncertainty into a planning advantage
February 23, 2026
Read time: 4 minutes Market uncertainty can feel unsettling. Rapid swings, constant headlines and conflicting commentary often create...
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When is the right time to work with an advisor?
February 17, 2026
Very few people graduate school and immediately seek out a wealth advisor. Instead, most people understandably focus on building...
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Déjà vu starting to play out
February 6, 2026
Read time: 14 minutes “Déjà vu confirms a faithful path worth taking.” – T.F. Hodge Folks familiar...
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When to rebalance: Portfolio strategies for long-term wealth planning
February 6, 2026
Read time: 6 minutes Establishing an appropriate portfolio allocation is key to supporting your long-term wealth building potential....
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Tax-smart retirement planning for business owners: Maximizing value during and after your business sale
February 6, 2026
Read time: 9 minutes If you’re like many business owners, selling your business may be the culmination of...
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2026 financial reset: what to prioritize now

2026 financial reset: what to prioritize now
January 22, 2026
In this kickoff episode of 2026, hosts Dan Sharkey and Whitney Reagan reset the conversation around financial planning with...
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Pre-sale exit planning: The importance of estate planning before your business sale
January 20, 2026
Read time: 6 minutes For most business owners, selling a company is the largest financial event of their...
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Retirement planning in dual-career households: Stay aligned through every season of life
January 20, 2026
Read time: 6 minutes Retirement planning is important, but it’s easy for it to slip behind the urgency...
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Wow on wow!
January 2, 2026
In late December, the Bureau of Economic Analysis (BEA) released their preliminary third quarter report on real GDP growth...
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Managing taxes in retirement: 5 tips designed to help reduce your exposure
January 2, 2026
The end of your working years doesn’t mean the end of your taxes. In fact, your retirement tax liabilities...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#172

You’re ready to buy your first home

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July 23, 2026
#171

You’re ready to save for college

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July 16, 2026
#170

Are you ready for your dream vacation?

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July 9, 2026
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